Tanglewood Wealth Management, Inc. has submitted its quarterly report, reflecting its investment holdings as of September 30, 2026. This filing is crucial for the company as it provides transparency about its asset management strategies and investment positions.

Background

Tanglewood Wealth Management, Inc. operates in the financial services sector. The company is registered under the Central Index Key (CIK) 0001454308. It has filed multiple forms, including the recent 13F-HR on October 23, 2026, which details its holdings for the third quarter of 2026.

What the Filing Says

The filing, which is classified as a 13F-HR, indicates that it is a quarterly report filed by institutional managers. However, specific details regarding the holdings were not available in the SEC filing.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services industry. By analyzing Tanglewood's investment strategies, other firms can gauge market trends and adjust their own strategies accordingly.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR filing was submitted on October 23, 2026, and accepted on the same day at 12:42:14 PM. This report covers the period ending September 30, 2026, and includes two documents related to Tanglewood's investment holdings.

Company Information

Tanglewood Wealth Management, Inc. is located at 1400 Post Oak Blvd, Suite 800, Houston, TX 77056. The company can be reached at 713-840-8880. Its Central Index Key (CIK) is 0001454308, and it holds an Employer Identification Number (EIN) of 760624770.

Document Availability

The filing includes several document formats, such as primary_doc.html and primary_doc.xml, along with an information table in both HTML and XML formats. The complete submission text file is also available for review.

Fiscal Year End

Tanglewood Wealth Management, Inc. has a fiscal year that ends on December 31. This detail is important for stakeholders to understand the company's financial reporting cycle.

What the Filing Does Not Include

The filing does not provide specific details regarding the individual investment holdings or the total value of assets under management, which are typically included in a 13F-HR filing.